Levine, Furman & Rubin, LLC ยท 4 days ago
Client Liaison
Morganville, NJ
Full-time
Onsite
New Grad, Entry LevelLevine, Furman & Rubin, LLC specializes in providing personalized Estate Planning resources to help families secure their futures. The Client Liaison will serve as a primary point of contact for clients, managing communication and fostering strong relationships to ensure seamless service delivery.
Law Practice
Responsibilities
Serve as a primary point of contact for clients, responding to inquiries, coordinating appointments, and managing communication between clients and attorneys
Maintain client records, address questions about services, review their assets and conduct Signing Ceremonies
Qualification
Required
Strong interpersonal and communication skills to effectively interact with clients and team members
Organizational and time management skills for managing client cases and scheduling appointments
Proficiency in administrative tasks such as record-keeping, documentation, and data management
Problem-solving abilities to address client concerns and facilitate resolutions
Flexibility and adaptability to work collaboratively in a dynamic, fast-paced environment
High level of professionalism, empathy, and commitment to client satisfaction
Bachelor's degree or relevant experience in client services, legal administrative support, or a related field
Preferred
Familiarity with estate planning processes and legal terminology is preferred but not required
Proficiency in Microsoft Office Suite and familiarity with CRM software is a plus
Company
Levine, Furman & Rubin, LLC
Our firm is dedicated to providing you with quality Estate Planning resources.
Founded in 1982
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Adam Rubin
Partner
Roger Levine
Partner & Estate Planning Attorney
Company data provided by crunchbase